Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$286K Sell
23,295
-1,155
-5% -$14.2K ﹤0.01% 449
2023
Q1
$285K Buy
24,450
+3,259
+15% +$38K ﹤0.01% 440
2022
Q4
$181K Buy
21,191
+2,506
+13% +$21.4K ﹤0.01% 431
2022
Q3
$118 Buy
18,685
+1,526
+9% +$10 ﹤0.01% 410
2022
Q2
$137K Buy
17,159
+4,496
+36% +$35.9K ﹤0.01% 409
2022
Q1
$114K Buy
+12,663
New +$114K ﹤0.01% 407